We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better. In this episode, Jonathan Freeman, Chief Operating Officer, introduces you to Centura Wealth Advisory’s new Senior Wealth Advisor Roby Kotcamp, CFP®, PMP®. Roby shares his professional and personal background, his …

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On July 16th, 2021, California governor Gavin Newsom passed Assembly Bill 150. One of the key components of this bill is the Small Business Relief Act, which has the potential to reduce your taxable income. In this episode, Kyle Malmstrom speaks with Ken Van Damme, tax partner at Ernst and Young, about what the AB-150 …

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Most high-net-worth families work with various professionals, such as CPAs, estate planning attorneys, and valuation experts. How can you bring them all together and create a holistic financial plan? Derek Myron and Kyle Malmstrom answer the question in this episode. Join them as they explain strategies to create a forward-looking financial plan, minimize income and …

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Have you ever thought about donating real estate? Not only can it minimize your capital gains taxes, but also help you amplify the impact of your charitable contributions in the community. In this episode, Dana Levin, client Relationship Manager at Centura’s Philanthropic Strategies, speaks with Wendy Beerbower, Senior Vice President at Eisenhower Health Foundation. They …

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The interest rates for fixed income investments have reached historic lows. However, structured notes, which are somewhat unknown to many investors, can help you maintain returns through this environment. In this episode, Kyle Malmstrom speaks with Robert Sowinski, managing director, structured products at Advisors Asset Management. Robert simplifies the complexities of structured notes and discusses …

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Are you aware of how cost segregation (Cost Seg) can minimize your taxes? It helps you reduce your tax liability by accelerating depreciation on real estate assets. In this episode, Sean Clark, Director of Planning, interviews Isaac Downing, Regional Director at Capstan Tax Strategies, and an expert in the cost segregation landscape. Isaac explains how …

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A lot of people are minimizing their estate taxes through current estate tax exemptions. But what if you aren’t ready to transfer your wealth, and want to retain access to your assets? There are multiple gifting strategies to help you do that. Join Kyle Malmstrom and Charles Levun, partner at Levun, Goodman & Cohen LLP, …

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For a lot of advisors, attorneys, CPAs, and other professionals, 2020 was one of their busiest years. Now, with hot market conditions and new rules and regulations, 2021 is shaping up to be even busier! In this episode, Derek Myron is joined by Brent Glova, managing director at Vantage Point Advisors, Inc. They explore the …

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The interest rate yield on traditional fixed income investments, such as bonds, are at an all-time low. Consequently, there is decreased upside potential and a greater downside risk. In this episode, David Cariani, CIO, is joined by Christopher Hyman, senior case designer at Centura Wealth Advisory, to discuss how life insurance can be a powerful …

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When business leaders from different industries come together, it can lead to a diverse set of perspectives that challenge you to think differently, and help you make better decisions.  In this episode, Derek Myron is joined by Joe Phillips, founder and chairman of The BEST CEO Group. With nearly 23 years of experience in running …

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